See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,062 | $101,724-14.4% | $164,813-47.2% | $80,856+7.7% |
| Participation rate | 44.0% | 71.8%-27.8pp | 78.6%-34.6pp | 67.6%-23.6pp |
| Annual return | 18.49% | 16.72%+1.8pp | 69.93%-51.4pp | 35.59%-17.1pp |
| Employer contribution / active EE | $800 | $2,953-72.9% | $4,341-81.6% | $2,755-71.0% |
| Participant deferral / active EE | $3,747 | $4,477-16.3% | $6,031-37.9% | $4,296-12.8% |
| Admin fee / account holder | $9,528 | $8,227+15.8% | $12,690-24.9% | $6,918+37.7% |